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Contract Notice

Provision of Valuations and Tax Advice to Businesses Considering Employee Ownership within Gwynedd

  • First published: 12 December 2023
  • Last modified: 12 December 2023

Contents

Summary

OCID:
ocds-kuma6s-137179
Published by:
Cwmpas
Authority ID:
AA0857
Publication date:
12 December 2023
Deadline date:
26 January 2024
Notice type:
Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

To work with a Cwmpas Business Consultant to support up to 10 businesses, (initially) in Gwynedd to investigate the potential of transferring the ownership of the business to its employees.:- • To advise on financial issues including tax; company valuations; financial planning and critically reviewing financial information. • To provide information and support to access to finance to support employee buy-outs and other social business investment needs. • To provide forensic analysis of management accounts; and company restructuring.

Full notice text

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Cwmpas

Sparc, Maindy Road,

Cardiff

CF24 4HQ

UK

Glenn Bowen

+44 3001115050


+44 3001115051
http://www.cwmpas.coop
http://www.sell2wales.gov.wales
http://www.sell2wales.gov.wales

1.2

Address from which documentation may be obtained


Cwmpas

Sparc, Maindy Road,

Cardiff

CF24 4HQ

UK


+44 3001115050


+44 3001115051
http://www.cwmpas.coop

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Provision of Valuations and Tax Advice to Businesses Considering Employee Ownership within Gwynedd

2.2

Description of the goods or services required

To work with a Cwmpas Business Consultant to support up to 10 businesses, (initially) in Gwynedd to investigate the potential of transferring the ownership of the business to its employees.:-

• To advise on financial issues including tax; company valuations; financial planning and critically reviewing financial information.

• To provide information and support to access to finance to support employee buy-outs and other social business investment needs.

• To provide forensic analysis of management accounts; and company restructuring.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=137179.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3

Notice Coding and Classification

79210000 Accounting and auditing services
79412000 Financial management consultancy services
1012 Gwynedd

2.4

Total quantity or scope of tender

Cwmpas anticipates that the initial overall value of work contracted under this Contract will be no higher than £48,000 including VAT. There is potential that this could increase if further funding is secured and the project is extended.

3 Conditions for Participation

3.1

Minimum standards and qualification required

To be successful a bidder must score a minimum of 300 for Ability to Meet Requirements, Credible and Practical Approach

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

ITT EO Gwynedd

4.3

Time Limits

Time-limit for receipt of completed tenders
    26-01-2024  Time  12:00

Estimated award date
 01-03-2024

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN  CY 

4.6

Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1

Additional Information

This notice has been sent as a region specific notice. If you did not receive an alert about this you are not based in the specific region selected by the buying authority. Questions on why this was sent as a region specific notice should be sent to the buying authority.

(WA Ref:137179)

The buyer considers that this contract is suitable for consortia bidding.

5.2

Additional Documentation

EO Support Gwynedd ITT
EO Support Gwynedd ITT_cy

5.3

Publication date of this notice

 12-12-2023

Coding

Commodity categories

ID Title Parent category
79210000 Accounting and auditing services Accounting, auditing and fiscal services
79412000 Financial management consultancy services Business and management consultancy services

Delivery locations

ID Description
1012 Gwynedd

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
7 Ceredigion
6 Gwynedd
2 Conwy
1 Isle of Anglesey

Document family

Notice details
Publication date:
12 March 2024
Notice type:
Contract Award Notice
Authority name:
Cwmpas
Publication date:
12 December 2023
Deadline date:
26 January 2024 00:00
Notice type:
Contract Notice
Authority name:
Cwmpas

About the buyer

Main contact:
N/a
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

docx
docx1.39 MB
This file may not be accessible.
docx
docx1.39 MB
This file may not be accessible.

Replaced documents

There are no previous versions of these documents.


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